S.E.E.D. Planning Group’s Willis Towers Watson WTW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$806K Sell
2025
Q2
$725K Sell
2025
Q1
$811K Sell
2024
Q4
$772K Hold
2024
Q3
$725K Sell
2024
Q2
$655K Hold
2024
Q1
$687K Sell
2023
Q4
$633K Hold
2023
Q3
$548K Hold
2023
Q2
$618K Hold
2023
Q1
$610K Buy